Time and billing
- How to use the receive cash form to receive partial and full payments
- How to apply a credit memo
- How to automatically approve scheduled transactions
- How to view employees on the My timesheet calendar
- AUM - Assets under management fee setup
- Invoicing 2: Time entries, charges, recurring fees, stub payments, prepayment
- Invoicing 3: Review time records
- Invoicing 4: Transfer WIP to billing, prepare and post client invoices
- Invoicing 5: Review and pay invoices
- How to save a transaction as a template
- How to add a recurring payment
- How to set up dual approval